About
Charles Ryan is a Partner and Portfolio Manager at Evercore Wealth Management in New York, where he co-manages the Evercore Equity Fund and serves on the firm's Equity Selection Committee. He focuses on U.S. and global equities, utilizing a fundamental, long-term investment approach that prioritizes concentrated yet diversified portfolios, often with differentiated industry exposures from major benchmarks.
Over his distinguished career, Mr. Ryan has held leadership roles at U.S. Trust, including Managing Director and Market Investment Executive, where he managed growth equity strategies and participated in investment policy decisions. Prior to that, he was Head of the Equity Division at BNY Asset Management, overseeing the bank’s largest mutual fund, The Hamilton Equity Income Fund.
Mr. Ryan holds a B.A. from Villanova University and is active in professional organizations, such as the New York Society of Security Analysts. He has served on advisory boards at Villanova and contributed to several educational and community organizations, underscoring his commitment to industry best practices and professional development.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evercore Wealth Management, LLC | Partner | Nov 2008 to Present | — |
| US Trust | Portfolio Manager | Feb 2001 to Oct 2008 | — |
| BNY Asset Management | Portfolio Manager | Dec 1992 to Feb 2001 | — |
Education
Villanova University
1985 — 1989
Skills & Expertise
Others at Evercore Wealth Management, LLC (22)
| Name | Role | Location |
|---|---|---|
A Amy Wu | Analyst | NY , United States |
| Portfolio Manager | Saddle River, NJ , United States | |
B Bruce Elwell | Sr. Advisor; Retired Partner, Portfolio Manager | San Francisco, CA , United States |
| Portfolio Investment Analyst | New York, NY , United States | |
F Flavia Araujo Trento | Partner | San Francisco, CA , United States |
J Jay Springer | Partner, Portfolio Manager | Allendale, NJ , United States |
| Partner | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Partner, Portfolio Manager | New York, NY , United States | |
S Stephanie Hackett | Partner | New York, NY , United States |